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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

XYZ holding history

Block, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
158,293
Value
$12.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYZ by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026158,293$12.0M<0.1%+18,753+13.4%AddedHolders
Q1 2026139,540$8.40M<0.1%+67,867+94.7%AddedHolders
Q4 202571,673$4.67M<0.1%−9,333−11.5%ReducedHolders
Q3 202581,006$5.85M<0.1%+2,478+3.2%AddedHolders
Q2 202578,528$5.33M<0.1%+6,725+9.4%AddedHolders
Q1 202571,803$3.90M<0.1%−803−1.1%ReducedHolders
Q4 202472,606$6.17M<0.1%−793−1.1%ReducedHolders
Q3 202473,399$4.93M<0.1%+6,990+10.5%AddedHolders
Q2 202466,409$4.28M<0.1%−3,324−4.8%ReducedHolders
Q1 202469,733$5.90M<0.1%+1,623+2.4%AddedHolders
Q4 202368,110$5.27M<0.1%+1,563+2.3%AddedHolders
Q3 202366,547$2.95M<0.1%−6,312−8.7%ReducedHolders
Q2 202372,859$4.85M<0.1%+9,971+15.9%AddedHolders
Q1 202362,888$4.32M<0.1%−9,646−13.3%ReducedHolders
Q4 202272,534$4.56M<0.1%+2,822+4.0%AddedHolders
Q3 202269,712$3.83M<0.1%+3,289+5.0%AddedHolders
Q2 202266,423$4.08M<0.1%+19,922+42.8%AddedHolders
Q1 202246,501$6.30M<0.1%+18,509+66.1%AddedHolders
Q4 202127,992$4.52M<0.1%+1,346+5.1%AddedHolders
Q3 202126,646$6.39M<0.1%+1,324+5.2%AddedHolders
Q2 202125,322$6.17M<0.1%−41,170−61.9%ReducedHolders
Q1 202166,492$15.1M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.